Distributions

Creating custom waterfalls and running distributions.

14 articles
Jay Krause avatarBrad St. Onge avatarKevin Heras avatar+4
Written by Jay Krause, Brad St. Onge, Kevin Heras and 4 others

How to create a distribution plan

A step by step walkthrough of creating a custom distribution plan based on your waterfall.
Jay Krause avatar
Written by Jay Krause. Updated over a week ago

Adding Ownership Equity (General Partner or Sponsor) to a Position

This article walks you through recording Equity for a Sponsor (GP)
Theresa Klekar avatar
Written by Theresa Klekar. Updated over a week ago

Reinvestment: How to Reinvest an Investor’s Dividends

This Article steps you through how to Reinvest an Investors capital in the current Project or in a new Project.
Theresa Klekar avatar
Written by Theresa Klekar. Updated over a week ago

Distribution Plan: Waterfall Hurdles Explained

Breaking down the use and configuration of each type of waterfall hurdle.
Jay Krause avatar
Written by Jay Krause. Updated over a week ago

Deleting a Distribution (Before It Is Sent)

How a sponsor can delete a distribution before payments have been sent!
Alan Mohan avatar
Written by Alan Mohan. Updated over a week ago

How to run a distribution

A step-by-step guide to process a new distribution.
Jay Krause avatar
Written by Jay Krause. Updated over a week ago

How do I create a Custom Distribution? (Video)

This article will show you how to manually record distributions
Brad St. Onge avatar
Written by Brad St. Onge. Updated over a week ago

Day Count Convention Explained

What are the differences in day count convention?
James Trammel avatar
Written by James Trammel. Updated over a week ago

Handling failed distribution payments (VIDEO)

How to identify, review, and re-send failed distribution payments via ACH or cheque.
Jay Krause avatar
Written by Jay Krause. Updated over a week ago

How to delete a distribution plan

A step by step walk through for deleting distribution plans.
Matthew Attou avatar
Written by Matthew Attou. Updated over a week ago